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kpf

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kpf

Re: HailMary post# 31571

Thursday, 04/15/2004 7:39:03 PM

Thursday, April 15, 2004 7:39:03 PM

Post# of 97833
HailMary

The answer is they deferred some sales into Q2 to make Q2 look better

While there is other possible explanations for the increase of account receivable as well, i am inclined to follow you on this argument not only to make Q2 look better: AMD has reason to avoid showing inventories going down more than a tad because of the capacity-concerns of covering analysts on the CPU side of the business.

K.



Facts are irrelevant to the emotional brain

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